In the corporate area, Rick has particular expertise in structuring tax-free and taxable mergers, acquisitions, spin-offs and similar transactions. In the investment fund area, he provides tax planning for onshore and offshore hedge and private equity funds and their managers, including master-feeder and multi-class partnership structures to accommodate the varying tax profiles of U.S., foreign, and tax-exempt investors. Rick’s experience in the financial products area includes conventional financing arrangements as well as the use of derivative products to achieve particular results for both U.S. and foreign clients.

Rick also has more than 20 years' experience advising tax-exempt organizations on issues of qualification, unrelated business tax, prohibited transactions, intermediate sanctions, joint ventures with for-profit entities, the use of for-profit affiliates, overseas operations, and planning for both domestic and offshore investments.